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While Marketo offers a rich set of reporting functionality many organizations want Salesforce.com to be the go-to system for sales and marketing dashboards. Rather than create a separate dashboard to show Monthly, Quarterly, or Yearly data, use a SFDC dashboard filter to create one dashboard that works for all time periods.

The dashboard supports filtering by time period, so report information can be viewed by Month, Quarter, or Year.[/vc_column_text][edgtf_separator type=”full-width” color=”#f2f0e4″ border_style=”dashed” thickness=”4″ top_margin=”18px” bottom_margin=”18px”][vc_column_text]

Creating SFDC Dashboard Filters

SFDC supports up to four filters on a dashboard. For example, the following filter shows a SFDC dashboard filter for Time Period.

Filters can be created while in the Dashboard “edit” mode when you click on the “Add Filter” button, which opens the following dialog:[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”40px”][/vc_column][/vc_row][vc_row css=”.vc_custom_1477333131309{padding-top: 40px !important;padding-right: 20px !important;padding-bottom: 40px !important;padding-left: 20px !important;background-color: #f2f0e4 !important;}”][vc_column][vc_column_text]